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Gianna Grace Minasian

Goldman Sachs Wealth Services, L.P.

New York, NY

CRD 7583140

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Employer firm

Goldman Sachs Wealth Services, L.p. CRD 106693

$31.7B regulatory AUM 89,850 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Goldman Sachs Wealth Services, L.P.

100 Coliseum Drive, Cohoes, NY 12047 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-09-12
  • NY RA
    APPROVED
    Since 2023-09-12

Branch Locations

200 West Street, New York, NY 10282-2198 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Goldman Sachs New York NY 07/2023 Present
Vanderbilt University Nashville TN 08/2020 05/2023
Stonebridge Wealth Management Nashville TN 01/2023 05/2023
Orange Lutheran High School Orange CA 08/2016 05/2020
Pacific Women's Healthcare Associates Newport Beach CA 06/2017 08/2017
Newport Hills Community Association Newport Beach CA 06/2018 08/2019
  • 07/2023 → Present
    Goldman Sachs
    New York, NY
  • 08/2020 → 05/2023
    Vanderbilt University
    Nashville, TN
  • 01/2023 → 05/2023
    Stonebridge Wealth Management
    Nashville, TN
  • 08/2016 → 05/2020
    Orange Lutheran High School
    Orange, CA
  • 06/2017 → 08/2017
    Pacific Women's Healthcare Associates
    Newport Beach, CA
  • 06/2018 → 08/2019
    Newport Hills Community Association
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2023-09-11

View on SEC IAPD

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